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<h1>Home</h1>

<p>
Use the Home page to view your upcoming meetings, scheduled calls, and other tasks. The information is displayed in panels. Every panel is a configurable <b>dashlet</b> that you can move around the page to rearrange the Home page layout as needed. To move a dashlet, place the cursor on a panel title, hold down the mouse button, and drag it to the desired location on the page. 
<br><br>To add a new dashlet, click the down arrow on the home page tab and select <span class="helpButton">Add Dashlets</span>. From the Add Dashlets menu that displays in a separate window, click a dashlet to add it to your home page. You can add multiple dashlets of the same kind and configure each one differently.
<br><br>You can  also edit, refresh, and delete an existing dashlet by clicking the appropriate icon located in the dashlet panel. Editing includes changing the columns and number of rows that are displayed as well as filters such as record creation date and assigned users and teams.





<p>The <b>My Sugar</b> page displays the following information in panels:</p><br>
<ul>
<li><span class="helpButton">My Calls</span>: Lists phone calls set up by you or others.<li><span class="helpButton">My Top Open Opportunities</span>: Lists the top five opportunities sorted by the amount. Opportunities with a status of "Closed-Lost" or "Closed-Won" are not included.
<li><span class="helpButton">My Meetings</span>: Lists invitations to meetings set up by you or others.
<li><span class="helpButton">My Leads</span>: Displays a list of leads assigned to you by yourself or others.
<li><span class="helpButton">My Open Cases</span>: Displays a list of customer issues assigned to you for resolution.
<li><span class="helpButton">My Accounts</span>: Displays accounts assigned to you by yourself or other users.
<li><span class="helpButton">Jot Pad</span>: An area to jot down reminders to yourself or other comments




<li><span class="helpButton">My Pipeline</span>: Displays a chart of your sales opportunities based on the cumulative amounts for selected sales stages. This chart, based on a Sugar predefined report, displays only when the expected close date is within the specified date range.
</ul>








<p>The <span class="helpButton">Shortcuts</span> menu displays options to create records in various modules such as accounts, contacts, and bugs. Click an option to create a record.<br><br>

<p>The New Contact quick form enables you create a contact with minimum information. You can enter additional information after you save the record.</p>
